Position Overview
We are seeking a Client Services Associate with strong customer service skills and experience in a professional office environment. This role supports our advisors and clients by ensuring smooth operations, clear communication, and a welcoming, organized atmosphere.
Key Responsibilities
Greet clients and provide an exceptional in‐office and phone experienceSupport advisors with client meeting preparation, follow‐up, and documentationMaintain accurate client records and assist with paperwork processingManage scheduling, appointment reminders, and client communicationsAssist with workshop/event coordination and follow‐upUphold firm standards of professionalism, confidentiality, and client careQualifications
Prior experience in financial services, insurance, banking, or a professional office setting preferredStrong customer service and communication skillsDetail‐oriented with excellent organizational habitsComfortable learning new systems and following established processesProfessional demeanor and ability to work well in a team environmentHigh level of integrity and commitment to fiduciary standards Read Less